Client Relationship Specialist, Sikich

$56.1-90.8k

Excel

Junior and Mid level

Chicago

Technology-enabled professional services

Be an early applicant

Technology-enabled professional services

1001+ employees

B2BEnterpriseHRInsuranceMarketingCyber SecurityAccountingCloud Computing

Be an early applicant

$56.1-90.8k

Excel

Junior and Mid level

Chicago

1001+ employees

B2BEnterpriseHRInsuranceMarketingCyber SecurityAccountingCloud Computing

Company mission

To provide insights and transformative services to help strengthen every dimension of a business.

Job

Company

Role

Who you are

Bachelor’s degree, preferred
2+ years of experience in wealth management, securities, or financial planning industry
Experience with Schwab and Redtail CRM preferred
Series 65 preferred or willingness to sit for the exam
Highly organized with strong problem solving and analytical skills, exceptional attention to detail, and tech savvy
Client focused; self-starter and motivator; efficient, quick learner with ability to support wealth managers
Strong ethical standards with the ability to maintain strict confidentiality of client and firm information
Outstanding verbal, written and interpersonal communication skills
Proficient in Microsoft Excel, Word, and Power Point

What the job involves

Reporting to the Principal, the Client Relationship Specialist will …
The Client Relationship Specialist (CRS) enhances client experience by servicing clients and providing operational/administrative support to wealth managers. This role focuses on delivering exceptional client service, demonstrating empathy, and utilizing strong problem-solving skills
Responsibilities include active communication with clients, processing requests, resolving inquiries, providing guidance, and ensuring all key information and documentation remains up to date
Provide administrative support to wealth managers, including handling client calls, responding to inquiries, requesting trades as directed, executing money movement transactions, scheduling meetings, preparing client reports and meeting materials, checking custodian alerts daily, and managing follow-up tasks after client meetings
Oversee the client onboarding process, including account openings, preparing documents for signatures, ensuring adherence to compliance procedures, and maintaining accurate database updates and client folders
Become proficient in the firm’s workflows and custodian’s technology platforms/tools, actively participating in training programs to identify and implement workflow improvements that enhance client service
Manage the recurring client calendar for RMDs, retirement contributions, billing, meetings, and compliance notification
Provide timely and accurate answers to operational questions from wealth managers and clients. Conduct research regarding a variety of topics such as IRA distributions, social security, college planning, and other similar topics
Assist with maintaining and monitoring regulatory compliance and works directly with firm CCO (Chief Compliance Office)
Manage confidential information with discretion and professionalism
Prepare and send packages, letters, and other correspondence
Work closely with multiple teams to service clients. Collaboration with other departments or offices as needed
Available for last-minute advisor requests
Assist with organizing client/marketing events and special projects, as necessary

Our take

Sikich is a global firm specializing in technology-enabled professional services. Offering a vast variety of CPA services from audit and assurance to cybersecurity. Its customer base has grown dramatically since its founding in 1982, and it now hosts a diverse roster of clients.

Looking to consistently address its clients' business challenges and opportunities, the company has been recognized as a Best of the Best Firm by Inside Public Accounting. It has also experienced significant revenue growth and completed several strategic acquisitions.

The addition of CLA's federal government practice to this roster strengthens Sikich's position in government services and expands its footprint in critical markets such as Washington, DC. Looking forward, with 2024 funding and the launch of its AI solutions studio, the company is poised to continue its growth trajectory.